Broker Check

Our team

Leadership

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.


David K. Binns-Loveman, CFP®, RICP

David K. Binns-Loveman, CFP®, RICP

Regional Vice President & CERTIFIED FINANCIAL PLANNER™ professional

(540) 427-6727

John T. Rohe III (JT)

John T. Rohe III (JT)

Regional Vice President, Retirement Planning Specialist

(443) 832-1922

Leo Mercer

Leo Mercer

Regional Vice President & Retirement Planning Specialist

(443) 832-1955

Shannon  Underwood

Shannon Underwood

Regional Vice President & Retirement Planning Specialist

(540) 427-6721

Professionals

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Columbia, MD

Daniel Rooner, CFP®

Daniel Rooner, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(410) 309-3635

Greg Salvucci, CFP®

Greg Salvucci, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(443) 832-1954

Wylie Rice

Wylie Rice

Financial Advisor

(443) 832-1971